How to reset client portals
This article will show you how to resent client portals within Orion.
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When changing settings in the client portal, it can be done at multiple levels (Client, Rep, Broker Dealer). When you are changing settings please be mindful what level you are selecting before making the following changes. Scenarios when portal ...
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Below are the steps to set up a client on Orion. Step 1: Go to the Manage Users app. Step 2: Be sure that you click on the "Clients" tab on the left side of the page. Step 3: Click the "Actions" button at the top right of the page. Step 4: Click on ...
ADVIZR Onboarding Guide
This article will show you how to set up a client within Advizr from start to finish. Please follow this link: https://hub.axxcessplatform.com/axxcess-headlines-hr/advizr-client-onboarding-and-quick-reference-guide/
Financial Planning and Orion - Advizr
This article will show you how to get started on Advizr. Please follow this link. https://hub.axxcessplatform.com/training/financial-planning-and-orion-advizr-quick-start-guide/
Advizr - How to Invite/Add a Client
This tutorial will show you how to add clients to advizr, how to invite clients to advizr, and checking notifications and user activity within Advizr. Please follow this link: ...